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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,853 | $60,393-53.9% | $81,820-66.0% | $74,429-62.6% |
| Participation rate | 49.3% | 62.9%-13.6pp | 72.4%-23.1pp | 67.2%-17.9pp |
| Annual return | 11.47% | 16.89%-5.4pp | 777.93%-766.5pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $282 | $2,626-89.3% | $2,915-90.3% | $2,625-89.3% |
| Participant deferral / active EE | $1,390 | $3,397-59.1% | $4,323-67.9% | $4,348-68.0% |
| Admin fee / account holder | $100 | $1,491-93.3% | $7,391-98.6% | $1,944-94.8% |